The MCA Suite is a CRM solution specifically designed for the Merchant Cash Advance industry. It caters to small to large-sized companies, including Merchant Cash Advance Brokers/ISOs, Funders, Financial Services Companies, Alternative Lenders, and Small Business Financing Companies. According to the vendor, the MCA Suite offers a range of features to streamline various aspects of business operations.
Key Features
Deal Tracking: Track the entire lifecycle of deals, from leads to underwriting and collection. It supports the refinancing of existing funded deals and the syndication of deals with individual investors and other funders.
Lead Management: Manage all contacts and leads in one central location. Easily assign contacts to agents or teams and add applications, notes, and qualifying questions to streamline the lead management process.
Submission Tracking: Effortlessly submit deals to multiple brokers/ISOs and funders. Include related documentation with submissions for a comprehensive and organized submission process.
Commission Tracking: Administer commission payout to brokers and funding companies smoothly. Compare scheduled amounts to settled amounts within the organization and with external sources to ensure accurate and transparent commission tracking.
Portals: Create role-based accounts for different users, including investors, brokers, and merchants. This enables them to access their own dedicated portals for enhanced collaboration and communication.
Deal Syndication: Syndicate deals with existing funders and other investors effortlessly. Calculate management fee collection up front, concurrently, or on the back end to ensure smooth deal syndication.
Secured Document Storage: Store important documents securely in the cloud. Easily access them from anywhere and redistribute them to business partners. Pre-populate custom documents with system fields for efficient document management.
Integrations & API's: Integrate with ACH partners for automatic payment tracking. Run credit checks directly from within the application, eliminating the need for manual processes and enhancing efficiency.
Reporting and Analytics: Utilize comprehensive dashboards and reports to evaluate the overall portfolio. Gain valuable insights for improved business efficiency and decision-making.
Additional Features: Benefit from additional features such as Document Merge, Microbilt Credit Check, Payment Calendar, Configuration Options, Checklists, Notes, Tasks, Users, Teams, Access Logs, and Charts for enhanced functionality and customization options.
